Position in TBBK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,117,560
+$394,408 QoQ
Shares Held
17,841
+32.6% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#119
of 287 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TBBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Legend Financial Advisors, Inc. holds $1,117,560 across 1 Banks - Regional name. TBBK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TBBK |
Bancorp, Inc.
This page
|
17,841 | $1,117,560 |
All Filings in TBBK
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,117,560 | 17,841 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $723,152 | 13,459 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $903,552 | 13,382 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,025,019 | 13,687 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $787,952 | 13,831 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $732,309 | 13,859 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $726,083 | 13,796 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $743,061 | 13,889 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $687,232 | 18,200 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $596,257 | 17,820 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $699,864 | 18,150 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $624,346 | 18,097 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $600,955 | 18,406 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $521,379 | 18,721 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $625,115 | 22,027 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $493,594 | 22,457 | Shares | Sole | 2022-11-18 | |
| No filing history on record for this holder in this stock. | ||||||